Instrumental Wealth’s Apple AAPL Stock Holding History

Instrumental Wealth’s Portfolio AAPL Stock Details AAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$1.71M	Sell
2025 Q1	$1.76M	Buy
2024 Q4	$1.85M	Buy
2024 Q3	$1.62M	Buy
2024 Q2	$1.5M	Buy
2024 Q1	$1.3M	Buy
2023 Q4	$1.2M	Sell
2023 Q3	$1.12M	Buy
2023 Q2	$926K	Buy
2023 Q1	$727K	Buy